Ep # 35: Hey Business Owner. Why Don't You Have A Financial Planner Yet?

A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning

A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning
Ep # 35: Hey Business Owner. Why Don't You Have A Financial Planner Yet?
Jun 02, 2021 Season 1 Episode 35
Benjamin Haas

This podcast targets a specific audience, business owners, with a specific question - why don't you have a financial planner yet? Ben has a big place in his heart for running a business and understands the hurdles and difficulties that can come with that. This podcast is not to point the finger and say, if you don't have one, shame on you. But more importantly, let's talk about the reasons why you probably don't (and that's okay). We're here to be an ongoing resource. Let's talk about what that means and how we can help . 

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Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.